Per-trade phase templates
Windows: measure → order → install. Siding: prep → wrap → install → trim. Paint: prep → paint → punch list. Pre-built and editable.
Built for Specialty Trades contractors
One CRM for every specialty trade in your business.
Window replacement, siding, painting, flooring — if you run one trade or four, BuildEasyPro handles them all without per-trade workarounds.
- Per-trade templates that ship out of the box
- Pipeline by lead source so you know which campaign converts
- Branded proposals signed on a phone
What gets in the way of specialty trades contractors
These are the four problems we hear most often.
Problem 1
Each trade has its own job rhythm — and your CRM doesn't know that
Window replacement is a one-day job. Siding takes a week. Painting depends on weather. Per-trade phase templates handle each rhythm correctly without forcing one workflow on everything.
Problem 2
Lead source ROI is opaque
You spend on Facebook, Google, yard signs, referrals. Which actually pays back? The lead-source funnel report shows cost-per-lead, close rate, and revenue per source.
Problem 3
Crews bounce between trades
Your siding crew also runs window installs. The PM role + per-project assignment lets crews see only what they're working today, not your entire backlog.
Problem 4
Project sizes vary wildly within a single trade
A single window vs a whole-house replacement need different proposal scopes. Line-item templates handle both — bundle a 'standard window' or a 'whole-house package' once, reuse forever.
Features
How BuildEasyPro solves it
Every feature here ships in your trial — no add-ons, no upgrades.
Multi-job-type templates
Your 'exterior package' template can apply to WINDOWS, SIDING, and PAINTING in one shot — your team picks once at project create.
Lead source attribution
Every lead tagged with source. Reports show which channel converts. Spend smarter on what actually closes.
Reusable line-item templates
Save your standard window types, siding profiles, paint packages. Drop into proposals in seconds.
Weather-aware scheduling
Painting depends on dry weather. Use the phase dependency to model 'paint can't start until prep is done' — and when prep slips two days because of rain, paint shifts with it.
Mobile-first crew workflow
Crews complete phases and tasks from their phone. Upload before/after photos. No desk required.
Specialty Trades templates seed every job correctly
Apply a template at project create time and your phases, tasks, and durations populate automatically. Customize once, reuse forever.
- 1Window Replacement (3 phases, 9 tasks)
- 2Siding Install (4 phases, 12 tasks)
- 3Exterior Paint (3 phases, 8 tasks)
- 4Flooring Install (3 phases, 10 tasks)
Every template is editable. Save your customized version and apply it to future jobs.
A specialty trades job in BuildEasyPro
From first inquiry to final payment — what each step looks like.
- 01
Lead lands
Tagged with source so the funnel report tracks it.
- 02
Estimate
Measure on site, build line items from your templates.
- 03
Proposal sent
Customer signs on their phone in 5 minutes.
- 04
Project starts
Apply the right template. Crew assigned.
- 05
Work + photos
Crew completes from their phone. Photos uploaded.
- 06
Invoice + paid
Convert proposal, log payment, project closes.
“The mobile experience is finally not a joke. I'm signing contracts from my truck. Recording calls and dropping them on the lead. Everything just works on a phone.”
Common questions from specialty trades contractors
Does it handle multiple trades in one org?▼
Yes — that's actually a common setup. One organization, multiple trade templates. Tag each project with its job type so reports show performance per trade.
Can I use the same line-item template across trades?▼
Yes. Line-item templates are not job-type-scoped. A 'labor day rate' template works in roofing, siding, or window install.
What about service work vs new install?▼
Today the data model is project-based — meaning service tickets aren't a distinct concept yet. Smaller service work can be tracked as small projects. Service-call workflows are on the roadmap for late 2026.
Run a different trade?
BuildEasyPro is built for these too:
Stop running your business
from a notebook.
14 days to try every feature. Bring your whole crew along — invites are free during the trial.
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